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Stacks AI Studio / Home Health and Senior Care Agencies
AI for Home Health and Senior Care Agencies
"I feel behind on AI, and there is no chance I can catch up." If that is the sentence in your head, you are exactly who I work with. I am not selling software or theory-based advice. I run my own ten person managed services business on Claude, I know the value it adds every week, and now I help owners do the same inside home health and senior care agencies like yours: your team trained, jobs automated, hours saved. Saying yes to starting puts you ahead of many of your competitors.
Experience, Not Theory
That is our first four automations at Stacks, across a ten person team. We took on more clients, and gross margin went from 26% to 56% in twelve months. AI was not the only driver. It was the biggest one. It also set a new standard for what my team sends out: the same bar for research, formatting, and finish on everything that leaves the building, no shortcuts.
Casey Templeton, Founder of Stacks. Nashville.
"In one week I went from a two-hour session with Casey to a brand new marketing site and firing the marketing firm I'd used for two years. If Casey wants to work with you, don't be a dummy. Just do it."
The Week
Your Week. I Know It.
Five jobs that eat the office. This is the work an automation goes after first.
An adult child calls about her father. The notes sit on a legal pad until Monday.
The care plan gets rebuilt from scratch. Somebody retypes the same intake notes again.
A caregiver calls off at six in the morning. The scheduler works the phone while the family waits.
The daughter in Denver wants an update. Nobody has ten minutes to write one.
A surveyor shows up unannounced. Someone reads a year of visit records by hand.
Every caregiver who leaves lands on the scheduler as a shift somebody has to cover.
Source: Activated Insights, July 2025.
The First Step
Two Sessions. Two Hours Each.
For most home health and senior care agencies, this is the first step. Homework first, then two sessions, two hours each. In person if you are near Nashville, or over Zoom. $1,950.
For the math: one person at $25 an hour who gets two hours a week back is worth about $2,600 a year. If the first automation does that for one employee, it pays for itself with room to spare. And if after our first session you do not see a job worth automating, you pay nothing.
An automation is a repeated piece of work you teach Claude once. Your team runs it every day, you own it and tune it, and it carries the work to 80 percent so your people finish the 20 that needs their judgment.
"Casey taught me how to actually put AI to work. I generate quotes faster, my workflow is smoother, and I'm making more money because of it. One of the best investments I've made in my business."
01
Homework
Before we ever meet, you pull real examples of the work that eats your week: actual documents, actual messages, nothing cleaned up for me.
02
Session One
Two hours. We map how your agency actually runs, get Claude set up for your team, and train you on how to operate it.
03
Session Two
Two hours. We start building your first automations and put together the training your team needs to run Claude every day.
04
What You Leave With
Claude running for your team, your people trained on it, and one job automated and in use.
Five Automations We Could Build In Your Agency.
One page, no obligation. Proof of what we could build together, before we ever talk.
One email with the PDF. No newsletter, no drip campaign.
median revenue at agencies that track every inquiry.
Source: Activated Insights, July 2026.
Home health agencies are HIPAA covered entities, so Stacks signs a BAA before any automation touches protected health information.
The Stack
Claude Sits In The Middle.
It works with the tools you already run. It reads from your scheduling and EVV system, your client records, and your billing, and writes back where it can.
Start with one connection, not all of them. The first automation usually needs one export from your scheduling system, and that is the whole first step. Once it earns its keep, the next system comes in, then the one after that. Every automation gets sharper, because Claude stops reading one screen at a time and finally sees the whole agency.
The Numbers
The Numbers Agency Owners Are Seeing.
That feeling of being behind is not in your head. Home health and senior care agencies are adopting fast, and every agency in town hires from the same pool.
US small businesses using generative AI
Source: U.S. Chamber of Commerce, August 2025.
Aide openings projected each year
Source: U.S. Bureau of Labor Statistics, August 2025.
Questions
Questions, Answered.
I feel like I am already behind on AI. Is it too late?
No, and you are not as far behind as you think. The owners who feel furthest behind often move fastest once they start, because they have not spent a year on tools that did not stick. You do not need a strategy, a budget cycle, or a technical person on staff. You need four hours and one job that is costing you time every week. That is the whole first step.
Will this replace my staff?
No, and that is the whole design. An automation carries a job to 80 percent quickly and your coordinator takes the final 20 percent over the finish line. Efficiency goes up for everyone, the agency grows without the headcount it used to need, margins grow with it, and your office spends its time on caregivers and families instead of retyping. None of it points at your caregivers.
Will it work with the software we already run?
Usually, whether that is AxisCare, WellSky, HHAeXchange, or AlayaCare. Some systems give me an API, some give me a nightly export, and a few give me nothing but a screen to copy from. If yours is not on that list, that changes nothing. I tell you which one you have before I scope anything.
Does any of this touch clinical decisions?
No. Everything I build is admin. No assessment, no medication questions, no OASIS scoring, no plan of care. An automation drafts from your own intake notes and your own template, then your care manager or nurse reviews and signs. If your software has its own clinical AI, that is separate from anything I build.
What happens to client health information?
Stacks signs a BAA before any automation touches it. Your agency management system stays the system of record. Where a job can run on de-identified information, I do it that way. Where it cannot, the data path is written down and you approve it first.
Can it help us get ready for a survey?
It flags the gaps. Your people close them. Medicare, Medicaid waiver, and state licensure all put documentation on the line. An automation reads the week's visit records and authorizations against your own checklist and marks what is thin or missing. It does not write the clinical record.
How long before we see something working?
The first automation runs in weeks, not quarters. The two sessions scope it, I build it against your real intake notes and schedules, and your team uses it while I refine it. One automation in production beats five in a plan.
Who owns what you build?
You own the automations and the documentation. They live in your account, written in plain language, so your team can read them and change them. If you stop working with me, nothing walks out the door.
What if we get to the end and nothing is worth automating?
Then you pay nothing. If after our first session you do not see a job worth automating, the engagement ends there and there is no charge. The first session either surfaces a job worth the money or it does not, and that risk is mine, not yours.
Why $1,950?
Because the format is small on purpose. Homework, two working sessions of two hours each, and the setup work around them. For the math: one person at $25 an hour who gets two hours a week back is worth about $2,600 a year. If the first automation does that for one employee, it has paid for itself with room to spare. Every number in that sentence is yours to check.
Who You Will Be Working With
Casey Templeton.
Founder of Stacks, a ten person business in Nashville that runs on Claude. Both sessions are with him directly, and every message from this page lands in his inbox, not a queue.
Start Here
Start With A Conversation Between Two Small Business Owners.
Tell me about your agency. I take on two or three of these engagements a month. Every message comes to me and I answer it myself. The first conversation costs nothing.
Book A 15 Minute Call"A fear of not understanding AI had kept me from diving in. Casey's coaching changed that. It opened my eyes to a sea of possibilities and left me more confident to explore. Come open-minded, and see where your imagination takes you."
I reply to every message. No newsletter, no drip campaign.